social media in financial services george kinder
DESCRIPTION
TRANSCRIPT
KINDER INSTITUTE
of LIFE PLANNING
The leaders in training relationship skills for financial professionals
This material was developed by George Kinder and the Kinder Institute of Life Planning.
Used by permission of George Kinder © 2009 All rights reserved.
Social Media and
Life Planning
January 2010George Kinder CFP®, RLP®
KINDER INSTITUTE
of LIFE PLANNING
The leaders in training relationship skills for financial professionals
This material was developed by George Kinder and the Kinder Institute of Life Planning. Used by permission of George Kinder © 1999, 2009 All rights reserved.
Part ILife Planning - What is it?
Part IISocial Media and Life
Planning
KINDER INSTITUTE
of LIFE PLANNING
The leaders in training relationship skills for financial professionals
This material was developed by George Kinder and the Kinder Institute of Life Planning.
Used by permission of George Kinder © 2009 All rights reserved.
Life Planning
What is it?
Part IPart I
This material was developed by George Kinder and the Kinder Institute of Life Planning.
Used by permission of George Kinder © 1999, 2009 All rights reserved.
EVOKE EVOKE
KINDER INSTITUTE
of LIFE PLANNING
The leaders in training relationship skills for financial professionals
.
This material was developed by George Kinder and the Kinder Institute of Life Planning. It is part of a program of trainings that lead to the Registered Life Planner ョ designation. Used by permission of George Kinder ©1999, 2009
Question #1Question #1
I want you to imagine that you are financially secure, that you have enough money to take care of your needs now and in the future. The question is…how would you live your life? Would you change anything? Let yourself go. Don’t hold back on your dreams.
Describe a life that is complete, that is richly yours.
KINDER INSTITUTE
of LIFE PLANNING
The leaders in training relationship skills for financial professionals
This material was developed by George Kinder and the Kinder Institute of Life Planning. It is part of a program of trainings that lead to the Registered Life Planner ョ designation. Used by permission of George Kinder ©1999, 2009
Question #2Question #2
This time you visit your doctor who tells you that you have only 5 – 10 years left to live. The good part is that you won’t ever feel sick. The bad news is that you will have no notice of the moment of your death. What will you do in the time you have remaining to live?
Will you change your life and how will you do it?
KINDER INSTITUTE
of LIFE PLANNING
The leaders in training relationship skills for financial professionals
Question #3Question #3
This time your doctor shocks you with the news that you have only one day left to live. Notice what feelings arise as you confront your very real mortality. Ask yourself:
•What did I miss? •Who did I not get to be? •What did I not get to do?
This material was developed by George Kinder and the Kinder Institute of Life Planning. It is part of a program of trainings that lead to the Registered Life Planner ョ designation. Used by permission of George Kinder ©1999, 2009
KINDER INSTITUTE
of LIFE PLANNING
The leaders in training relationship skills for financial professionals
This material was developed by George Kinder and the Kinder Institute of Life Planning. Used by permission of George Kinder © 1999, 2009 All rights reserved.
Part IIPart II
Social Media and
Life Planning
KINDER INSTITUTE
of LIFE PLANNING
The leaders in training relationship skills for financial professionals
This material was developed by George Kinder and the Kinder Institute of Life Planning. Used by permission of George Kinder © 1999, 2009 All rights reserved.
A.A. MarketingMarketing
1. Kinder Institute of Life Planning
2. IFAs
KINDER INSTITUTE
of LIFE PLANNING
The leaders in training relationship skills for financial professionals
This material was developed by George Kinder and the Kinder Institute of Life Planning. Used by permission of George Kinder © 1999, 2009 All rights reserved.
B.B. ClientsClients
1. Twitter2. Facebook3. LinkedIn4. IFA Life5. Other
KINDER INSTITUTE
of LIFE PLANNING
The leaders in training relationship skills for financial professionals
This material was developed by George Kinder and the Kinder Institute of Life Planning.
Used by permission of George Kinder © 2009 All rights reserved.
The Kinder Institute
of Life Planning
www.kinderinstitute.com